Senior Lead Private Wealth Portfolio Manager Wells Fargo BankSenior Lead Private Wealth Portfolio ManagerCharlotte, North CarolinaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This leader will partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive exceptional client outcomes, ensure strong risk management practices, and support business growth initiatives.
Senior Associate - Client Portfolio Manager - Global High Yield and CLOs BaringsSenior Associate - Client Portfolio Manager - Global High Yield and CLOsCharlotte, North CarolinaThe successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive continued growth of Barings’ Global High Yield and CLO strategies, as well as the firm’s broader fixed income platform. Barings’ Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies.
Commercial Portfolio Manager I - Healthcare/G&I Fifth Third BankCommercial Portfolio Manager I - Healthcare/G&ICharlotte, NC$71,100–$145,900 / yearThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Senior Portfolio Manager - National Healthcare Fifth Third BankSenior Portfolio Manager - National HealthcareCharlotte, North CarolinaPartners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
NewSponsor Credit Senior Lead Mid-Corporate Portfolio Manager Wells Fargo BankSponsor Credit Senior Lead Mid-Corporate Portfolio ManagerCharlotte, North CarolinaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies.
Portfolio Manager - Asset Based Lending US BankPortfolio Manager - Asset Based LendingCharlotte, NC$133,365–$156,900 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Manages an assigned portfolio by monitoring credit risk, ensuring compliance, and supporting customer credit needs through underwriting and transaction execution while partnering with internal teams.
Corporate Banking Portfolio Manager Team Lead for Asset Based Finance U.S. BancorpCorporate Banking Portfolio Manager Team Lead for Asset Based FinanceCharlotte, NC$181,730–$213,800 / yearThis leader is responsible for a large portfolio of very active clients, which includes routinely assessing complex loan requests, working closely with the team to ensure that our customers are appropriately risk rated and managed, and developing relationships with highly-valued clients in ABF as well as Relationship Managers, Risk Management and other key internal partners. Corporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to a high-performing team of Portfolio Managers and a Credit Analyst for the Asset Based Finance (ABF) team.
Property Portfolio Manager II (Greenville, Spartanburg, Columbia, Rock Hill or Fort Mill) Fifth Third BancorpProperty Portfolio Manager II (Greenville, Spartanburg, Columbia, Rock Hill or Fort Mill)Fort Mill, SC$82,100–$172,500 / yearThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. MINIMUM KNOWLEDGE, SKILLS & ABILITIES REQUIRED: Two years of property management experience requested, including successful management of vendors, basic understanding of lease/real estate terms and building operations.
Commercial Portfolio Manager - Corporate Banking - Power & Utilities Huntington Bancshares IncCommercial Portfolio Manager - Corporate Banking - Power & UtilitiesCharlotte, NC$93,000–$189,000 / yearIn conjunction with Relationship Management and other internal partners, the Director, Portfolio Management services and deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities as well as identifying and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles. Summary: Huntington's Commercial Portfolio Manager -Power & Utilities will co-manage a growing $4.5 billion book of business in the bank's Power & Utilities vertical within Huntington's Corporate Specialty and Government Banking group.
Commercial Portfolio Manager II - Financial Institutions Fifth Third BankCommercial Portfolio Manager II - Financial InstitutionsCharlotte, NC$82,100–$172,500 / yearReviews documentation to achieve understanding required for the processing and monitoring of loans, monitors financial performance and compliance with loan covenants, takes appropriate action with proper communication on loans that are not in compliance, are mature or past due, and communicates with customers as needed or directed. ESSENTIAL DUTIES AND RESPONSIBILITIES: Partners with their peer Portfolio Managers, Industry Credit Lead or Credit Officer, Team Leaders, and Relationship Managers in credit underwriting efforts through performing industry and company research, financial analysis and modeling, and approval document preparation and review.
NewEquity Portfolio Manager Wells Fargo BankEquity Portfolio ManagerCharlotte, North CarolinaWells Fargo is seeking an Equity Portfolio Manager (Wealth Investment Portfolio Manager) to construct and manage diversified investment portfolios of customized equity portfolios for High-net-worth and Ultra-high-net-worth clients across Wealth and Investment Management lines of business. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Regional Banking CRE Portfolio Manager II Huntington Bancshares IncRegional Banking CRE Portfolio Manager IICharlotte, NC$70,000–$140,000 / yearSummary: As a Regional Banking CRE Portfolio Manager, you'll play a highly visible role partnering directly with Regional Presidents, Relationship Managers, and Credit Officers to help shape the success of our commercial real estate portfolio. Duties and Responsibilities: As a key member of the Regional Banking team, you will: Serve as a trusted advisor to Regional Presidents, Relationship Managers, and Credit Officers, helping evaluate complex commercial real estate lending opportunities.
Client Portfolio Manager AssetMark, Inc.Client Portfolio ManagerCharlotte, NC$140,000–$155,000 / yearWorking closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams.
Senior Construction Loan Portfolio Manager Fifth Third BankSenior Construction Loan Portfolio ManagerCharlotte, NC$96,500–$207,500 / yearAs a senior leader, will provide CLAs & CLPMs timely, candid, and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Primary responsibilities include the management and identification of construction risks associated with commercial construction loan disbursements by completing a detailed analysis of project budgets, review sufficiency of supporting documentation and determine whether the loan remains in balance.
Commercial/Corporate Credit Portfolio Manager - For-Profit Healthcare US BankCommercial/Corporate Credit Portfolio Manager - For-Profit HealthcareCharlotte, NC$117,725–$138,500 / yearUnderwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors, Institutional Client GroupCharlotte, NC$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Construction Loan Portfolio Manager I Fifth Third BancorpConstruction Loan Portfolio Manager ICharlotte, NC$71,100–$145,900 / yearPrimary responsibilities include the management and identification of construction risks associated with commercial construction loan disbursements by completing a detailed analysis of project budgets, review sufficiency of supporting documentation and determine whether the loan remains in balance. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
CRE Portfolio Manager 4 Hancock Whitney BankCRE Portfolio Manager 4Charlotte, North CarolinaWorks with CRE Bankers in obtaining and reviewing construction loan documentation (construction contract, architect’s contract, final plans and specifications, final cost breakdown/schedule of values, construction disbursement schedule). Tests project performance against original underwriting and appraisal projections upon receipt of required reporting information (i.e., monthly, quarterly, semi-annual, or annual operating statements, leasing reports/rent rolls, etc.).
Portfolio Manager - Asset Based Lending U.S. BancorpPortfolio Manager - Asset Based LendingCharlotte, NC$133,365–$156,900 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Manages an assigned portfolio by monitoring credit risk, ensuring compliance, and supporting customer credit needs through underwriting and transaction execution while partnering with internal teams.
Client Portfolio Manager AssetMark Financial HoldingsClient Portfolio ManagerCharlotte, North CarolinaWorking closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams.